KESWICK FOUNDATION INC (EIN 521066144) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

ERIC GOMMEL

Phone

4102358860

Tax Period

2023-07-01 to 2024-06-30

KESWICK FOUNDATION INC, founded in 1976, is a mid-sized nonprofit in the Health Care sector that reported $38.8M in total revenue in fiscal year 2023. Revenue surged 348% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21.4M, a strong 55% operating margin.

Mission

PROVIDES FINANCIAL SUPPORT TO KESWICK MULTI-CARE CENTER, INC. AND KESWICK COMMUNITY HEALTH, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,496

Program Service Revenue $0

Investment Income $38,750,332

Other Revenue $0

TOTAL REVENUE $38,757,828

Expense Breakdown

Grants Paid $16,603,478

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,603,478

Other Expenses $775,430

TOTAL EXPENSES $17,378,908

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,757,828	$8,660,100	+3.5%
Expenses	$17,378,908	$13,261,911	+0.3%
Net Income	$21,378,920	$-4,601,811	-5.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$669,709

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT M ROCKSTROH	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN H WEST III	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY J FLOYD PRUE	SECRETARY / TREASURER	2.00	Officer Director	$0	$0	$0
DAVID MEYER	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE J BOYNE	DIRECTOR	2.00	Director	$0	$0	$0
JAMES R SEBA	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW HEMELT	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE LAGANA	CFO	2.00	Officer	$0	$35,283	$297,990
AILEEN TINNEY	CEO	2.00	Officer	$0	$47,286	$371,719

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$38,757,828	$17,378,908	$248,026,228	$21,378,920
2023	$8,660,100	$13,261,911	$234,575,747	$-4,601,811
2022	$18,723,887	$14,878,636	$226,478,767	$3,845,251
2021	$14,752,086	$10,383,023	$262,433,738	$4,369,063
2020	$5,072,439	$7,786,854	$211,590,751	$-2,714,415
2019	$9,810,847	$11,473,891	$214,797,441	$-1,663,044
2018	$12,821,180	$7,360,724	$210,732,286	$5,460,456

KESWICK FOUNDATION INC